See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,760 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,930 | $81,908-12.2% | $90,749-20.7% | $64,808+11.0% |
| Participation rate | 87.0% | 80.5%+6.5pp | 75.7%+11.3pp | 71.5%+15.5pp |
| Annual return | -17.90% | -12.53%-5.4pp | -12.16%-5.7pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,639 | $3,065-46.5% | $2,921-43.9% | $2,506-34.6% |
| Participant deferral / active EE | $4,440 | $4,840-8.3% | $4,564-2.7% | $4,310+3.0% |
| Admin fee / account holder | $149 | $157-5.1% | $8,445-98.2% | $188-20.6% |